Davy Defensive (Ireland) Manager Performance Evaluation

The organization shows Beta (market volatility) of 0.0 which denotes to the fact that the returns on MARKET and Davy Defensive are completely uncorrelated. Although it is extremely important to respect Davy Defensive Equity historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards predicting future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By reviewing Davy Defensive Equity technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.

Risk-Adjusted Fund Performance

Over the last 30 days Davy Defensive Equity Income C EUR has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, Davy Defensive is not utilizing all of its potentials. The continuing stock price disturbance, may contribute to short term losses for the investors.
Horizon     30 Days    Login   to change

Davy Defensive Equity Relative Risk vs. Return Landscape

If you would invest  0.00  in Davy Defensive Equity Income C EUR on April 23, 2019 and sell it today you would earn a total of  0.00  from holding Davy Defensive Equity Income C EUR or generate 0.0% return on investment over 30 days. Davy Defensive Equity Income C EUR is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Davy Defensive and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
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Davy Defensive Market Risk Analysis

Sharpe Ratio = 0.0
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Based on monthly moving average Davy Defensive is performing at about 0% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Davy Defensive by adding it to a well-diversified portfolio.

Davy Defensive Alerts

Equity Alerts and Improvement Suggestions

Davy Defensive is not yet fully synchronised with the market data
Davy Defensive has some characteristics of a very speculative penny stock
Please also check Risk vs Return Analysis. Please also try Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
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